Carson Wealth - Bedford, located in Bedford Texas and the surrounding DFW communities of Cleburne and Burleson, has a strong local presence in the Mid-Cities community. Our firm was established in 2008, and since 2018 have maintained a solid presence in the DFW area. We strive to build a roadmap to retirement which goes beyond financial planning in order to connect wealth to purpose in the lives and stories of our clients. We are by definition a hybrid firm, but our plan is to transition those clients, as time goes on, to fee only based on the best interests of the client. The legacy assets we manage are there to maintain our level of service no matter what their investment history has been. We have a partnership with Carson Group, a combined $28 billion RIA. This partnership provides our firm the technology and resources to run as a national financial services leader while still maintaining our local feel as a community leader in the Bedford area. Our partnership with Carson allows us to provide our clients with an exceptional client experience while still connecting with them on a personal level.

Carson Wealth - Bedford has seven stakeholders, which include two CFP’s, a wealth advisor, and a wealth planner on staff. These stakeholders allow us to provide the highest level of comprehensive financial planning and investment management services. After reading your firm’s profile, we feel we would be a great fit with you and your clients. We would welcome the opportunity to add another CFP to our talented staff to further broaden our planning focused office. As part of due diligence, we will customize a meaningful deal structure that will be fair to all parties involved.

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